My Thoughts on Current Events
8 hours ago 2 minute read 0 comments Perfectionist25
As the capital required to build the next generation of AI infrastructure surpasses the limitations of traditional Wall Street financing, Nvidia ($NVDA) is quietly assuming a new role: lender of last resort. According to a discussion on the "All-In"...
23 Aug 2026 1 minute read 0 comments Perfectionist25
Mamdani supports a New York City bill aimed at cracking down on Amazon's outsourcing model. New York City is taking on Amazon ($AMZN) with a bill that would require delivery companies to directly employ last-mile workers rather than relying on third-...
18 Aug 2026 5 minute read 1 comment Perfectionist25
In recent years, especially during and after the pandemic period, the structure of financial markets, the habits/profiles of stock market investors and the speed of information flow have undergone a radical transformation. One of the most visible rea...
17 Aug 2026 1 minute read 0 comments Perfectionist25
Nonfarm payrolls (NFP) is the number of jobs the US economy adds or loses in a month. July: −23 thousand. First negative month since February. But the real story is in the revisions. May and June were reduced by a total of 103 thousand. So the weaken...
15 Aug 2026 2 minute read 1 comment Perfectionist25
Lately, I've been closely watching the Bank of Japan's (BoJ) and US-backed currency interventions to halt the historic decline of the Japanese Yen. To put this into perspective, these moves, which involve burning billions of dollars, are neither sust...
14 Aug 2026 2 minute read 0 comments Perfectionist25
While the computational requirements of AI models increase by approximately 750 times every two years, the hardware world is battling a long-standing structural paradox. Although today's most advanced graphics processors are capable of performing tri...
12 Aug 2026 2 minute read 2 comments Perfectionist25
Today, I want to talk to you about what I believe is the most important aspect of investing: psychology. As you know, the American stock markets have been in a strong bull market for a long time. The main fuel of this bull run has been artificial int...
9 Aug 2026 3 minute read 2 comments Perfectionist25
Homer's epic poems, the Iliad and the Odyssey, tell two of the greatest stories of the Bronze Age and have become two of the most important works in literary history. While the abundance of mythological characters and stories leaves no doubt about th...
8 Aug 2026 2 minute read 0 comments Perfectionist25
Recent price movements in memory markets (especially NAND and DRAM) indicate that the market is in an "extended cycle" shaped by AI infrastructure investments, rather than a classic boom-bust cycle. While cumulative increases exceeding 100% in contra...
6 Aug 2026 2 minute read 0 comments Perfectionist25
The answer actually boils down to two main points: Increasing your active income, meaning managing your salary and accumulated capital effectively. To invest, you first need to have capital to invest. This step is often overlooked. From experience, I...
